Filed May 29, 2015 (most recent of 6 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRECEPT ADVISORY GROUP2 years Service code 27 130 THEORY · IRVINE, CA 92617 | Advisory (Plan) | $40,104 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,745 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,502 | $102,553-6.9% | $151,611-37.0% | $66,914+42.7% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -18.19% | -10.82%-7.4pp | 3.33%-21.5pp | 1.58%-19.8pp |
| Employer contribution / active EE | $3,862 | $4,180-7.6% | $6,166-37.4% | $2,544+51.8% |
| Participant deferral / active EE | $7,635 | $6,641+15.0% | $8,363-8.7% | $4,237+80.2% |
| Admin fee / account holder | $296 | $630-53.0% | $11,616-97.5% | $593-50.1% |